Global Market Outlook - 2020 and Beyond

Logo
Presented by

Philip Lawlor, managing director and head of Global Investment Research

About this talk

What is priced into markets and what are the potential drivers & threats to risk appetite? Join our webinar for an examination of the status of key global market drivers including the macroeconomic, liquidity, valuation, EPS and factor cycles to assess what is already discounted and what constitutes potential positive drivers and potential threats to risk appetite over the next few months. We will also consider the impact the forthcoming US Presidential election could have on investor sentiment. Key discussion points during this 30-minute global market outlook, will include: - What has driven US and EM equity outperformance? - Are we on the cusp of a ‘Stagflation’ scare? - US election risks - Belief in the ‘Fed Put’ v fear of a ‘Liquidity trap’ - Elevated valuations – how should they be interpreted? - Glimmers of hope in the profit cycle
Related topics:

More from this channel

Upcoming talks (13)
On-demand talks (437)
Subscribers (48156)
FTSE Russell is a leading global provider of index and benchmark solutions, spanning diverse asset classes and investment objectives. As a trusted investment partner we help investors make better-informed investment decisions, manage risk, and seize opportunities. Market participants look to us for our expertise in developing and managing global index solutions across asset classes. Asset owners, asset managers, ETF providers and investment banks choose FTSE Russell solutions to benchmark their investment performance and create investment funds, ETFs, structured products, and index-based derivatives. Our clients use our solutions for asset allocation, investment strategy analysis and risk management, and value us for our robust governance process and operational integrity. For over 35 years we have been at the forefront of driving change for the investor, always innovating to shape the next generation of benchmarks and investment solutions that open up new opportunities for the global investment community.